Best Chuck Jaffe Podcasts (2024)

1
SLC's Mullarkey: Soft landing, solid potential make 'a good time to be an investor' 56:26

2h ago56:26

56:26

Dec Mullarkey, head of investment strategy and asset allocation for SLC Investments, says investors are "pretty risk-on," meaning they expect the economy is headed to an environment where rates will settle down at reasonable levels and consumers will keep spending, creating a sound environment for investors. That extends to Europe and some internat…

1
Crossmark's Doll: Market valuations are too high, priced for perfection 57:46

1h ago57:46

57:46

Bob Doll, chief investment officer at Crossmark Global Investments, says that stock market valuations are extended to the point where "things need to be nearly perfect to justify those valuation levels." He is finding much better valuations internationally, noting that "Non-U.S. equity markets are cheap relative to the U.S. by an amount we have nev…

1
Simplify's Green: Economy can narrow and show strength at the same time 58:44

42m ago58:44

58:44

Michael Green, chief strategist at Simplify Asset Management, says that the economy is showing signs of slowing in some ways, while still having some measures being strong, and a lot of it is determined by consumers where the division between the haves and have-nots are growing, and where current conditions hurt people with less money dramatically …

1
iCapital's Repetto expects a soft landing and good post-election markets 59:43

3h ago59:43

59:43

Peter Repetto, vice president of investment strategy at iCapital, says that while rate cuts historically are good for markets — gaining roughly 9 percent in the year after cuts start historically — they do struggle if cuts are made during times of recession or downturn. Repetto expects a soft landing and moderate downturn, which is setting up for r…

1
Ocean Park's St. Aubin: The market can run until expectations are missed 1:00:37

3h ago1:00:37

1:00:37

James St. Aubin, chief investment officer at Ocean Park Asset Management, says that as long as the economy "keeps humming along" and meets high expectations for earnings growth and stable balance sheets, the current rally should keep rolling. When that trend breaks, however, the market and economy could turn quickly; St. Aubin sees "some cracks sta…

1
Zuma's Spath: 'We're still in an uptrend by every measure that we look at' 58:39

19m ago58:39

58:39

Terri Spath, founder and chief investment officer at Zuma Wealth, says that the market is in the early stages of an impressive bull market, noting that the current rally is now about 20 months old and that the market has dramatic gains since hitting lows in October 2022, but she notes that the average bull market runs longer and gains more and ther…

1
Boston Partners' Mullaney sees correction and rate cuts creating buying opportunity 59:43

2d ago59:43

59:43

Michael Mullaney, Director of Global Markets Research at Boston Partners, says that the stock market is trading far enough above moving averages that it's due for a correction on the short term. As that pullback happens, he expects the Federal Reserve to kick in with rate cuts beginning in September, driven more by the jobs report than inflation nu…

1
Real Life Trading's Newsome on why his next move is to cash 58:09

1d ago58:09

58:09

Jerremy Newsome, founder of Real Life Trading, says that with the election looming after the traditional summer-fall doldrums — and having already hit his profit targets for the year — he is about to move 100 percent into cash. "I think it's too easy right now," he says. "We're too high, it's too easy, everything is going straight up ... no reason …

1
Innovator's Urbanowicz: 'All-time highs are not a catalyst for a sell-off' 1:01:57

2d ago1:01:57

1:01:57

Tim Urbanowicz, head of investment strategy and research for the Innovator ETFs, says that the current bull market run has the stock market hitting new highs roughly every four days, which is fast compared even to the Internet bubble days, and while investors are nervous that things must take a turn, he points out that hitting all-time highs has ne…

1
Northwestern Mutual's Schutte sees recession ahead, soon after rate cuts 1:01:31

9d ago1:01:31

1:01:31

Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management Co., says the economic cycle is now in its last stages, and while there may be a blow-off top before trouble is here, he expects a recession and he will not be surprised if it occurs after the Federa;l Reserve cuts interest rates. While many observers expect cuts to…

1
CFRA's Stovall expects a sell-off, but it won't derail this bull market 57:52

4d ago57:52

57:52

Sam Stovall, chief market strategist for CFRA Research, says the market needs to "digest its gains," which he expects to turn into a "low teens selloff," but that will be a bull market correction and not a catastrophic event like the 2008 financial crisis. Stovall expects the Federal Reserve to make cuts starting in September, but he notes that the…

1
New Constructs Trainer on why HF Sinclair is in 'The Attractive Zone' 1:00:35

6d ago1:00:35

1:00:35

David Trainer, founder and president of New Constructs, was still in a festive Fourth of July mood, so instead of going to his usual spot in "The Danger Zone," he picked a quality, classic American business as a potential buy, singling out HF Sinclair, the oil company, for "The Attractive Zone." Between consistent growth in its dividend and stock b…

1
T. Rowe Price's Schmidt expects soft landing, finally, to happen soon 58:53

15d ago58:53

58:53

Nikolaj Schmidt, chief international economist at T. Rowe Price, says he's expecting a correction soon "but it's not going to be something too deep or too dark or too scary," noting that the economic backdrop remains strong enough that the Federal Reserve can likely finish the year with just one rate cut. Schmid discusses T. Rowe's 2024 Mid-Year Ou…

1
Chautauqua's Lubchenco: Foreign stocks 'are due to reclaim market leadership' 59:06

16d ago59:06

59:06

David Lubchenco, partner at Chautauqua Capital Management, says that the underperformance of foreign stocks for several years has been so extreme that relative valuations look good and international stocks are poised for a strong run whenever the market's next cycle begins. Lubchenco says that when there is a concentrated market like what investors…

1
XG Capital's Gray: 'The larger correction is looming on the horizon' 59:15

22d ago59:15

59:15

Xander Gray, founder and chief executive officer at XG Capital Strategies, says that a bear market is coming, with a number of potential catalysts contributing to trigger the downturn. He says that while he expects a downturn of up to 30 percent, he does not expect it to take long. Further Gray says that for investors who have not been buying now l…

1
Emerging muni bond woes could signal broader economic problems 1:00:17

23d ago1:00:17

1:00:17

Jeff Timlin, head of municipal strategies at Sage Advisory Services, says that potential problems surfacing in the California and New York municipal bond markets are telegraphing "an economic slowdown nationally," but that investors should not worry about a significant increase in defaults, and should instead find munis becoming increasingly attrac…

1
D.R. Barton Jr. says the market is overbought, but this cycle room to run 58:09

26d ago58:09

58:09

D.R. Barton Jr., Director of Market Research at the Foundation for the Study of Cycles, says the longest cycles suggest that the market is topping out now, but 'near-term overbought doesn't bother me right now.' He is expecting more upside into the election and carrying into 2025 before any downturn is more dramatic than a simple buying opportunity…

Podcasts Worth a Listen

Chuck Jaffe Podcasts

Podcasts Worth a Listen

1
Money Life with Chuck Jaffe

Chuck Jaffe

1
Speaking of Quality

Hank Smith and Haverford Trust

1
Reach for the Stars...and Smile!

Star Miller

1
SLC's Mullarkey: Soft landing, solid potential make 'a good time to be an investor' 56:26

1
Crossmark's Doll: Market valuations are too high, priced for perfection 57:46

1
Simplify's Green: Economy can narrow and show strength at the same time 58:44

1
iCapital's Repetto expects a soft landing and good post-election markets 59:43

1
Ocean Park's St. Aubin: The market can run until expectations are missed 1:00:37

1
Zuma's Spath: 'We're still in an uptrend by every measure that we look at' 58:39

1
Boston Partners' Mullaney sees correction and rate cuts creating buying opportunity 59:43

1
Real Life Trading's Newsome on why his next move is to cash 58:09

1
Innovator's Urbanowicz: 'All-time highs are not a catalyst for a sell-off' 1:01:57

1
Northwestern Mutual's Schutte sees recession ahead, soon after rate cuts 1:01:31

1
CFRA's Stovall expects a sell-off, but it won't derail this bull market 57:52

1
New Constructs Trainer on why HF Sinclair is in 'The Attractive Zone' 1:00:35

1
T. Rowe Price's Schmidt expects soft landing, finally, to happen soon 58:53

1
Chautauqua's Lubchenco: Foreign stocks 'are due to reclaim market leadership' 59:06

1
XG Capital's Gray: 'The larger correction is looming on the horizon' 59:15

1
Emerging muni bond woes could signal broader economic problems 1:00:17

1
D.R. Barton Jr. says the market is overbought, but this cycle room to run 58:09

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